John
Perez
Altitude Capital Management LLC
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About this Advisor
John Perez is a financial advisor based in Houston, Texas, working with Altitude Capital Management LLC. John has previously held positions at Guardian Life Insurance Company, Dj Mean Gene, Park Avenue Securities L.L.C, Transamerica Financial Advisors, Inc, Livewire Event Group, Altitude Capital Management LLC, Principal, Princor Financial Services Corp, Jim Poe & Associates, Inc, Principal Securities, Trs Advisors, L.L.C, Mbl Insurance Agency Dba Dfw Retirement Planners, and The Vanguard Group, Inc. John has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, John is part of Altitude Capital Management LLC, which operates out of Houston, Texas. The firm has 3 offices and 5 employees. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Altitude Capital Management LLC includes asset-based, hourly, and fixed fees.
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Altitude Capital Management LLC Brokerage Details
5
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Perez Work History
Altitude Capital Management LLC
Dj Mean Gene
The Vanguard Group, Inc
Jim Poe & Associates, Inc
Trs Advisors, L.L.C
Mbl Insurance Agency Dba Dfw Retirement Planners
Livewire Event Group
Principal
Princor Financial Services Corp
Principal Securities
Guardian Life Insurance Company
Park Avenue Securities L.L.C
Transamerica Financial Advisors, Inc
Dj Mean Gene
Disclosures
Please visit the SEC profile of John Perez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Altitude Capital Management LLC
Des Moines, IA
Freeport, ME
York, PA
Houston, TX
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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